Building sub-summary reports in FileMaker
IntermediateCreate grouped reports with sub-totals using Sub-summary parts — and understand why the sort order is the key to making them work.
What you'll learn
- How to add Sub-summary parts to a layout
- How to place summary fields in the correct part
- Why the sort is mandatory and how to ensure it
Sub-summary reports group records by a field and show aggregate values (totals, counts, averages) for each group — but only when the found set is sorted by the grouping field.
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Create summary fields first
Before building the layout, define summary fields in Manage Database. A summary field type (Total, Count, Average, etc.) operates on a related set of records.
TEXT
// In Manage Database > Fields: Field Name: totalAmount Type: Summary Options: Total of Amount Field Name: invoiceCount Type: Summary Options: Count of id
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